Unclaimed
Christopher Luis McDonald is a financial advisor registered with Eagle Strategies LLC. Christopher has been in the financial services industry since February 12, 2013. Christopher is licensed to provide investment advice in Arkansas, Delaware, District of Columbia, Florida, Georgia, Illinois, Maine, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Virginia, and Washington. Christopher holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. He is also a Certified Financial Planner. Christopher works with individuals, high-net-worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
03/20/2017 - Present
Eagle Strategies LLC (CHICAGO IL)
IA
Issued 03/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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